Manage Key Processes

Work-process and task management enable comprehensive, end-to-end management and oversight into all your policies and procedures.

• Establish accountability and provide visibility;
• Standardize task management across the enterprise;
• Track action items driven by regulatory requirements;

Internal Audits

Automate your internal audit process by transforming isolated, manual processes and spreadsheets into an integrated management program.

• Manage audit-related activities from a single platform;
• Gain visibility into potential areas of improvement;
• Streamline collaboration across the organization;

Regulatory Requests

Streamline and automate the process of managing various regulatory requests, including examinations, meetings, and information requests.

• Manage evidence requests, track responses and approvals;
• Enhance transparency with automated workflow processes;
• Email-based notifications, alerts and advanced reporting;

Issues Tracking

Simplify every step of tracking issues; resolve issues from start to finish by organizing all your tasks, files, and feedback into one centralized system.

• Automate escalations and reassignment;
• Share status and progress updates with your team;
• Dashboards and reports to review the status of issues;

Incident Reporting

Create a standard framework for collecting information related to any type of incident and customized with the forms-fields and notifications you need.

• Ensure data consistency by using standard data entry forms;
• Improve traceability for follow-ups on incidents;
• Assign ownership to the appropriate individual or groups;

Policy and Procedures

With powerful workflows, built-in reporting and process templates you can easily distribute and track policies and procedures information across your organization

• Automate policy and procedure distribution;
• Track employee verfication and export the results to Excel;
• Sign documents using DocuSign/Adobe Sign integration;